Does LeadFlow send the invoices?
Yes. LeadFlow can own the customer-facing invoice workflow while completed payment records are passed to the accounting system.
← Public tour overview
💳 Step 3 of 5
Carry an accepted estimate into invoicing without duplicate entry
See how LeadFlow connects accepted estimates to deposit invoices, payment tracking, receipts, final balances, and accounting handoffs.
What does this LeadFlow feature do?
When an estimate is accepted, LeadFlow can create the sale, production job, and required invoice from the same contract. Payments remain tied to the correct customer, job, service location, and balance.
Interactive sample · no login required
Lead-to-cash workflow
Accepted estimate · $20,250.00
Sample dataLeadFlow
Choose a sample payment route
Connected results
Estimate○ Accepted
Sale○ $20,250 recorded
Production job○ Created · Pending
Deposit invoice○ $10,125 created
Try the controls above. Payment providers, invoice milestones, accounting handoffs, and financing steps are configured during implementation.
What you can accomplish
Built around the same connected job record
- ✓Create deposit and final invoices from the agreed contract
- ✓Track cash, check, card, PayPal, or financing workflows as configured
- ✓Keep paid status, payment method, fees, and receipts with the invoice
- ✓Send completed payment records to accounting without sending duplicate invoices
How it works
A clear path from action to outcome
- 1The customer accepts the estimate and chooses an available payment route.
- 2LeadFlow creates the connected sale, job, and deposit record.
- 3The office tracks payment status and preserves the customer receipt.
- 4At completion, the remaining balance can become the final invoice automatically.
Common questions
Answers about payments & invoices
Can deposits and final payments follow different milestones?
Yes. Implementation can follow the company’s real deposit, approval, financing, progress-payment, and completion rules.
Continue the connected workflow